Hosted by Alfonso Peccatiello (Alf) · EN · 131 episodes
Established thought leaders with verified media credentials.
The 10.000 foot view of Global Macro and Financial Markets, such that you don't miss the forest for the trees. themacrocompass.substack.com
Alfonso Peccatiello (Alf) has signalled openness to guest pitches in recent episodes. Your timing is good.
Generate a tailored pitchAlfonso Peccatiello (Alf) hosts The Macro Compass, a business show with 131 episodes published.
Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital.I hope you’re having a great day. Before we start, do you want to be on the distribution list of my macro hedge fund? Every two weeks, you will r
Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital. I hope you're having a great day. Two quick announcements before we start. 1) I will be in Montreal on Sep 15-16 and NYC on Sep 17-18. If you ar
Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital. I hope you're having a great day. If you invest in hedge funds or you’re involved in the HF industry: do you want to be on the distribution list
Amidst all the noise, markets haven’t had time to digest 5 key macro news: 1) Elon Musk announces formation of ‘’America Party’’ 2) Speaker Mike Johnson: "We're gonna have a second reconciliation package in the fall, and
Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital.I hope you're having a great day. Alongside with running my hedge fund, I work as a consultant and external advisor for some of the largest pensi
Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital.I hope you're having a great day. In January the dream of launching my own macro hedge fund became reality.And I have to thank this beautiful TMC
Hear, hear: the US Dollar is going down. Investors love to attach an ex-post narrative to any price action, and this time the blame was on Trump’s erratic policies, the reduced attractiveness of US assets, and ‘’China du
Hi everyone - this is Alf, the CIO of my macro hedge fund Palinuro Capital. I hope you're having a great day. Before we start, do you want to be on the distribution list of my macro hedge fund? Every two weeks, you will
Hi everybody, Alf here - welcome back to The Macro Compass! Before we go into today’s piece, a short announcement. I advise several institutional investors on a bespoke basis.Clients include Canadian pension funds, one o
Hi everyone, Alf here - welcome back to The Macro Compass! I am proud to announce that my macro hedge fund Palinuro Capital is live! Do you want to be updated about the performance and progress of my hedge fund? Sign up
Next week will be crucial for markets as Trump is set to announce (or disappointingly not announce) tariffs. In this piece I will highlight the rationale behind my base case scenario and its impact on markets. Before we
Good morning, this is Alf - welcome back to The Macro Compass!I wish you a fantastic year ahead: follow your passions, keep learning, and don’t drink cappuccino after 11am. In this macro piece, we will cover the biggest
Looking back at the 2015-2021 period when I traded bond markets at a large bank, it was quite boring. Rates were mostly stuck around 0% at the front-end, and to make money you had to find small dislocations and monetize
The key macro event of 2024 is approaching: US elections are around the corner. Next week I will release a deep research piece on US elections, which will be centered around the key questions looming large. How to trade
The Chinese real estate market is de-leveraging very hard. Economists estimate Chinese households have suffered $10+ trillion of wealth losses as a result. There is now a strong urge to stop the bleeding amongst Chinese
The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on. The Chinese economy keeps imploding from within.And we should pay attention. The Propert
We are observing a true regime change in markets.And for macro investors, it’s incredibly important to stay vigilant and on top of our game at this stage. It all starts with this: the Fed is behind the curve, and it is p
We just witnessed one of the biggest market panic events ever seen in the last 4 decades. At some point, Asian markets were down 10%+ in a single session and the Japanese bank index saw the largest daily loss since Black
The S&P500 realized volatility is below 10%.Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher. Yet, I think macro volatility is coming back. First of al
Hi everybody, and welcome back to The Macro Compass! I am offering a FREE 2-weeks trial to my Institutional Macro Research service, which includes deep research pieces and a live Bloomberg chat with me where I provide in
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The Macro Compass has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
The Macro Compass is hosted by Alfonso Peccatiello (Alf). The show is categorised under business (investing) and has published 131 episodes.
The Macro Compass has published 131 episodes.
The Macro Compass regularly covers business, investing. It sits in the business category, with a investing focus.
The Macro Compass is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Yes, The Macro Compass is actively signalling openness to guest pitches. This is a good window to reach out with a strong, targeted angle.
Episodes of The Macro Compass average 7 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Macro Compass's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 10 days ago.
